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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
451
Mutual Advisors
Nebraska
$216K -$62.6K -560 -22%
PS
452
Principal Securities
Iowa
$216K -$21.5K -192 -9%
TC
453
Trilogy Capital
California
$215K -$11.4K -102 -5%
PG
454
Patten Group
Tennessee
$215K +$218K +1,949 New
SP
455
Sequent Planning
Nebraska
$214K +$216K +1,937 New
SA
456
Sovran Advisors
California
$212K +$216K +1,937 New
AFP
457
Ausdal Financial Partners
Iowa
$211K +$214K +1,914 New
DWG
458
Darden Wealth Group
Michigan
$210K – – –
FCM
459
Firestone Capital Management
Florida
$210K – – –
FPW
460
Flagship Private Wealth
Massachusetts
$208K +$211K +1,887 New
DT
461
Diversified Trust
Tennessee
$207K – – –
BFG
462
Baron Financial Group
New Jersey
$207K -$5.59K -50 -3%
CT
463
Clearstead Trust
Maine
$207K – – –
FFC
464
Frederick Financial Consultants
Maryland
$206K +$208K +1,864 New
TCM
465
Towercrest Capital Management
Pennsylvania
$204K – – –
ST
466
Smithfield Trust
Pennsylvania
$204K -$2.23K -20 -1%
FIM
467
Freedom Investment Management
Connecticut
$203K +$206K +1,842 New
GS
468
GTS Securities
Florida
$203K +$206K +1,841 New
BFWA
469
Benchmark Financial Wealth Advisors
Florida
$201K +$204K +1,825 New
CCMI
470
Creative Capital Management Investments
California
$201K – – –
LWCFA
471
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$199K -$17.8K -159 -8%
AWM
472
AllSquare Wealth Management
New York
$195K – – –
JWA
473
JFS Wealth Advisors
Pennsylvania
$194K +$9.5K +85 +5%
ACA
474
Atlas Capital Advisors
Wyoming
$193K – – –
MCM
475
MAI Capital Management
Ohio
$189K +$191K +1,710 New
17 18
19
20 21